Latest Institutional Sells of First Tr Ex Trd Viii Cboe Vest (DJUN)
This list provides information on the latest institutional transactions involving First Tr Ex Trd Viii Cboe Vest (DJUN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11- 0.04% |
$438 - $468
|
31K
$1.35M
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-13- 1.97% |
$489 - $520
|
647
$28.1K
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.05K- 33.81% |
$105K - $116K
|
5.98K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.42K- 81.78% |
$83.5K - $92.1K
|
539
$23.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-150- 2.35% |
$5.18K - $5.71K
|
6.24K
$271K
|
|
| Q2 2023 | |||||||
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4.4K- 71.54% |
$150K - $159K
|
1.75K
$76K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.38K- 83.61% |
$81.1K - $85.9K
|
467
$20.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.9K- 41.16% |
$383K - $405K
|
17K
$738K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-4.08K- 38.19% |
$126K - $136K
|
6.61K
$287K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-485- 2.08% |
$15.1K - $16.7K
|
22.8K
$991K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-100Closed |
$3.33K - $3.45K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-7.13KClosed |
$239K - $246K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-36.3KClosed |
$1.21M - $1.23M
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.4KClosed |
$411K - $420K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-75- 0.7% |
$2.5K - $2.55K
|
10.7K
$463K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.6K- 98.93% |
$845K - $859K
|
277
$12K
|
|
|
Aug 06, 2021
Q2 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.54KClosed |
$216K - $220K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.86KClosed |
$61.3K - $62.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-500Closed |
$15.5K - $16.2K
|
0
$0
|
|